Projected from your own records. Keep your FNB Sweep balance at or above the minimum below so carrier sweeps never overdraft.
Pending sweep obligations
$0.00
deposited, carriers will debit
Buffer target
$1,500.00
recommended cushion
Keep balance at/above
$0.00
obligations + buffer
Latest 15 payments
Click Update on any row to take action
Date
Customer
Carrier
Amount
Status
📝 Record a New Customer Payment
How this works: Fill out the form. When you click "Save & Print Receipt", the payment saves to the database instantly and a receipt prints automatically.
💵 End of Day — Deposit
What was collected today and exactly what to take to the bank. Record the deposit so it always matches your slip.
Cash collected today
$0.00
0 payments today
Checks / money orders today
$0.00
received today
To deposit now
$0.00
0 on hand
Today by staff
Received by
Total
Recent deposits
Date
#
Expected
Slip
By
On hand to deposit
Date
Customer
Type
Amount
📋 All Payments
Receipt #
Date
Customer
Carrier
Amount
Status
Days
Actions
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🔍 Look Up a Customer
What can you do here? Type a customer name to see all of their payments, whether each has been swept, and if you owe them a refund or they owe you more.
💰 Possible Refunds Owed
Payments aged 60+ days without a sweep — likely cancelled policies.
⏳ Pending Carrier Sweeps
Deposited but not yet swept by carrier.
Date
Customer
Carrier
Amount
Days
📅 Weekly Receipt Summary (Last 12 weeks)
Week of
#
Total Received
Swept
Pending
👤 Staff Logins
Invite or remove people who can sign into the tracker. Invited staff get an email with a secure link to set their own password — no Supabase needed.
Current staff
Email
Added
Last sign-in
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❓ How to use this app
Recording a customer payment
Click ➕ Record Payment.
Fill in the form.
Click Save & Print Receipt. Payment saves to the database instantly; receipt prints.
Updating a payment's status
Click 📋 All Payments.
Find the payment (use search).
Click Update.
Pick what happened from the action cards.
Looking up a customer's history
Click 🔍 Look Up Customer.
Start typing the name.
Click their card. See full history, refunds owed, etc.
Multi-user sync
When another staff member adds or changes a payment, your screen updates automatically in seconds. No refresh needed.
